Insights you might have missed last week

Shutdowns, Africa unleashed, and modern philanthropy

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

How the U.S. Government Shutdown Hits the Strategist Desk (New York Life Investments)

The U.S. government shutdown is raising concerns about economic momentum and market volatility.

Africa Unleashed: Bridging Africa’s Infrastructure Execution Gap (BCG)

Africa has no shortage of infrastructure projects. Currently, the continent-wide portfolio consists of ~130 transnational projects and programs. But only 6% of these projects are under construction.

Running an NLP Model during the Shutdown Data Void (PGIM)

When official data goes dark where can investors look for timely policy clues?

Is Now a Turning Point for Small Caps? (Polen Capital)

A turning point may be ahead for small caps, as accelerating profits and innovation lead the way—explore what this could mean for investors.

Shutdown Economics (State Street)

When public data goes dark, alternative indicators step into the spotlight. Here’s how strategists and economists are navigating economic blind spots created by the U.S. government shutdown.

FX Talking: No Data, No Bears (ING)

Dollar positioning looks more balanced now, but ING sees this as a temporary dollar bounce before two further Fed cuts and seasonal weakness into year-end.

Shut down or Melt Up (Candriam)

Economic signals remain uneven, data visibility is clouded by the U.S. government shutdown, and inflation is edging higher again. Yet risk assets continue to climb.

The Modern Philanthropist (Barclays Private Bank)

The Modern Philanthropist is a report offering pragmatic insights on how donors, charities and advisers can deepen relationships, unlock impact and support more purposeful giving.